What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Spokane, WA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Spokane, WA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Kurt Heineman
CFP®
Vision Casting Financial Planning, LLC
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Socially Responsible Investing, Estate Planning
Fee-Only financial planner located in Spokane, WA, serving clients locally and across the country
Noah Schwab
CFP®
Stewardship Concepts Financial Services
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Business Planning
Christian, fee-only financial advisor located in Spokane, WA, serving clients locally and across the country
Kathleen Cote
CFP®, RLP®
Clear Insight Wealth Management
Spokane, WA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
Adrienne Ross
CFP®, ChFC®, AFC®, MQFP®
Clear Insight Wealth Management
Spokane, WA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
Tim Massie
CFP®
Timepiece Financial Planning
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Hire our team and retire with a PLAN, not just an investment account. Serving Washington, Oregon and Alaska.
Riley Poppy
CFP®, CSLP® BFA™, CTS™
Ignite Financial Planning, LLC
Spokane, WA
Specialties: Comprehensive Financial Planning, Tax Planning, Student Loans & Repayment Plans, Employee Equity Compensation, RSUs, ESPPs, Stock Options, Investment Management, Employee Benefits Planning, Retirement Income Planning, College Education Planning
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the country
Becky Meats
CPA/PFS
Clear Insight Wealth Management
Spokane, WA
Specialties: Military Pensions and Veteran's Benefits, Federal Employee Pensions and Benefits, Student Loans, Post 9-11 GI Bill, College Planning, Tax Planning, Military Medical Providers
Clear Insight Wealth Management is a holistic wealth management firm focused on helping small business owners, military families, and government employees navigate their finances and find a clear path to the future they want.
Jordan Curnutt
CFP®
Quantum Financial Planning
Spokane, WA
Specialties: Comprehensive Financial Planning, Rental Real Estate Modeling, Cash Flow Planning, Tax Planning, Investment Management
Fee-Only financial planner located in Spokane, WA, serving clients locally and across the country
Eric Christiansen
CFP®
Quantum Financial Planning
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Spokane, WA, helping clients within 5 years to retirement achieve financial success.
Keith Spencer
CFP®
Spencer Financial Planning, LLC
Spokane, WA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance & Estate Planning Reviews, Cash Flow Planning
Fee-Only financial planner located in Spokane, WA, serving clients in Washington, California, and nationwide.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
